% of shares outstanding is not shown for HYZD: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for HYZD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 733K | 1.0M | 1.0M | 1.2M | 1.5M | 1.6M | $36M |
| UBS Group AG | 1.4M | 1.4M | 1.4M | 1.4M | 1.5M | 1.6M | $35M |
| MORGAN STANLEY | 571K | 740K | 728K | 722K | 710K | 690K | $15M |
| Systelligence, LLC | — | — | — | — | — | 355K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 496K | 493K | 335K | 350K | 416K | 335K | $7M |
| B. Riley Wealth Advisors, Inc. | 591K | — | 451K | 274K | 268K | 273K | $6M |
| AMERIPRISE FINANCIAL INC | 211K | 253K | 73K | 76K | 129K | 219K | $5M |
| Cetera Investment Advisers | 24K | 24K | 16K | 154K | 154K | 191K | $4M |
| JANE STREET GROUP, LLC | 55K | 34K | — | 28K | 17K | 171K | $4M |
| Integrated Wealth Concepts LLC | 137K | 140K | 148K | 154K | 160K | 170K | $4M |
| Savvy Advisors, Inc. | — | — | — | — | 143K | 160K | $4M |
| Kestra Advisory Services, LLC | 46K | 17K | 14K | 84K | 130K | 139K | $3M |
| VICUS CAPITAL | 114K | 108K | 69K | 112K | 118K | 129K | $3M |
| Howard Capital Management Inc. | 35K | 36K | 38K | 88K | 95K | 103K | $2M |
| Bank of New York Mellon Corp | — | — | — | — | — | 97K | $2M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Systelligence, LLC | +354,852 | $8M | OPEN |
| LPL Financial LLC | +155,111 | $3M | ADD |
| JANE STREET GROUP, LLC | +154,225 | $3M | ADD |
| Bank of New York Mellon Corp | +96,605 | $2M | OPEN |
| AMERIPRISE FINANCIAL INC | +90,803 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | −87,669 | $2M | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −81,163 | $2M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −54,371 | $1M | TRIM |
| Elevation Capital Advisory, LLC | −46,795 | $1M | CLOSE |
| MORGAN STANLEY | −20,469 | $450,523 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 58 | 7,173,217 | — | $157M |
| 2025-Q4 | 60 | 6,414,468 | — | $146M |
| 2025-Q3 | 55 | 5,729,834 | — | $129M |
| 2025-Q2 | 54 | 5,420,886 | — | $121M |
| 2025-Q1 | 56 | 5,567,554 | — | $122M |
| 2024-Q4 | 56 | 5,913,811 | — | $132M |
| 2024-Q3 | 50 | 4,942,492 | — | $109M |
| 2024-Q2 | 53 | 6,225,107 | — | $136M |
| 2024-Q1 | 55 | 7,605,014 | — | $166M |
| 2023-Q4 | 55 | 6,087,885 | — | $132M |
| 2023-Q3 | 53 | 6,054,740 | — | $128M |
| 2023-Q2 | 53 | 5,116,303 | — | $108M |
| 2023-Q1 | 53 | 6,635,981 | — | $138M |
| 2022-Q4 | 60 | 7,016,441 | — | $145M |
| 2022-Q3 | 54 | 5,615,168 | — | $113M |
| 2022-Q2 | 60 | 6,355,678 | — | $108M |
| 2022-Q1 | 62 | 6,493,270 | — | $143M |
| 2021-Q4 | 62 | 5,649,773 | — | $126M |
| 2021-Q3 | 43 | 4,029,224 | — | $90M |
| 2021-Q2 | 38 | 3,207,074 | — | $71M |
| 2021-Q1 | 39 | 2,892,615 | — | $64M |
| 2020-Q4 | 39 | 2,051,058 | — | $45M |
| 2020-Q3 | 41 | 3,244,208 | — | $67M |
| 2020-Q2 | 42 | 3,276,127 | — | $66M |
| 2020-Q1 | 47 | 5,001,796 | — | $94M |
| 2019-Q4 | 64 | 5,132,510 | — | $119M |
| 2019-Q3 | 55 | 4,037,546 | — | $93M |
| 2019-Q2 | 57 | 4,300,323 | — | $100M |
| 2019-Q1 | 55 | 3,891,736 | — | $91M |
| 2018-Q4 | 56 | 5,233,082 | — | $120M |
| 2018-Q3 | 48 | 5,109,900 | — | $124M |
| 2018-Q2 | 48 | 4,800,610 | — | $115M |
| 2018-Q1 | 34 | 2,384,320 | — | $57M |
| 2017-Q4 | 31 | 927,332 | — | $22M |
| 2017-Q3 | 20 | 434,154 | — | $10M |
| 2017-Q2 | 18 | 235,545 | — | $6M |
| 2017-Q1 | 15 | 290,502 | — | $7M |
| 2016-Q4 | 12 | 115,963 | — | $3M |
| 2016-Q3 | 11 | 158,012 | — | $4M |
| 2016-Q2 | 11 | 229,272 | — | $5M |
| 2016-Q1 | 10 | 158,585 | — | $3M |
| 2015-Q4 | 10 | 123,549 | — | $3M |
| 2015-Q3 | 8 | 100,144 | — | $2M |
| 2015-Q2 | 10 | 116,685 | — | $3M |
| 2015-Q1 | 9 | 168,606 | — | $4M |
| 2014-Q4 | 10 | 233,657 | — | $5M |
| 2014-Q3 | 11 | 176,711 | — | $4M |
| 2014-Q2 | 5 | 120,536 | — | $3M |
| 2014-Q1 | 3 | 162,122 | — | $4M |
